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Financial Agent - (Exclusive Agency Channel)

On-site in Madrid·Added 6 days ago (last checked 19 Oct)

Santalucía

42 open roles

Overview

Work mode
On-site, Madrid
Experience
3+ years

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This job advert was originally written in Spanish.

Pay & benefits

What you'll get

  • Financial Stability: we offer immediate income and the chance to secure your future with lifelong periodic income derived from the management and growth of the assets in your client portfolio. Your success is in your hands!
  • Unlimited Professional Growth: build a solid career with the opportunity to create a future tailored to you. With us, you control your own time and income, thanks to the flexible hours and autonomy we provide.
  • Ongoing Support from a Leading Company: enjoy a complete and continuous training program, with access to technical training, regulatory updates, and skill development to ensure your growth. Plus, you will receive financial backing to support your success.
  • Tools: Access to digital tools and a wide range of highly competitive financial products to meet your clients' needs.

The role

Santalucía, a leader in the insurance sector with over 100 years of history, is a benchmark in the distribution of Investment and Savings solutions through our Exclusive Financial Agents.

We are growing and looking for people with ambition and passion to join our exclusive financial agent channel. Right now, we are expanding our team and need Financial Agents!

What you'll do

  • Represent Santalucía commercially in your area of responsibility, managing the client portfolio.
  • Develop new opportunities, identifying and attracting new clients interested in savings and investment solutions.
  • Analyze each client's financial needs and propose personalized solutions through consultative selling to boost the uptake of financial products.
  • Explain investment options, returns, and risks clearly and effectively.
  • Stay up to date on financial market trends and industry regulations.

Who are we looking for?

  • Individuals who are persistent and have a minimum of 3 years of experience in marketing and managing investment products, preferably in investment agencies, banking, or the insurance sector.
  • Knowledge of the financial sector and of savings, investment, and wealth management products.
  • Communication skills and the ability to influence others to build strong relationships.
  • Organized, methodical individuals with a collaborative approach to working towards goals.

About Santalucía

Santalucía is a Spanish insurance group headquartered in Madrid, with a strong presence in the life, health, and funeral insurance sectors. It operates through a network of subsidiaries including Albia (funeral services), Accepta (assistance services), and Iris Global, offering a wide range of insurance and financial products. With over 4,000 employees, the group is one of the leading insurance providers in Spain, serving millions of customers through both direct and agency channels.

In Spain, Santalucía has offices and operations across multiple cities, including Madrid, Barcelona, Seville, and others, with a significant focus on digital transformation and technology roles. The company is actively hiring for IT, data science, actuarial, and business analyst positions, as well as offering internships through its Senda program. For international professionals, Santalucía offers opportunities in a stable, established Spanish company with a strong local market presence, though most roles require Spanish language proficiency.

Industry
Insurance
Founded
1933
Employees
1,000–5,000
Headquarters
Madrid, Spain
In Spain
Madrid, Barcelona, Sevilla and 8 more

Good to know if you are moving

  • Santalucía is a large, established Spanish insurance group with over 4,000 employees, offering stability and long-term career prospects.
  • The company has a strong focus on digital transformation, with many open roles in IT, data science, and actuarial fields, which may be suitable for international tech professionals.
  • Most roles are based in Spain and require Spanish language proficiency, so international candidates should have at least a working level of Spanish.
  • Santalucía offers a structured internship program (Senda Becas) in various areas, which can be a good entry point for recent graduates.
  • The company operates in multiple sectors including insurance, funeral services, and assistance, providing diverse career opportunities.

In their own words

Additional information

At SANTA LUCIA S.A., COMPAÑÍA DE SEGUROS S.A., we work to guarantee real and effective equal opportunities, which
allows us to promote professional development and workforce diversity, in line with our
commitment to SDG 5 (Gender Equality) of the United Nations 2030 Agenda.

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